Established inside Bear Stearns in 2005, and spun out of JPMorgan in 2009, Primary Insight is a best-in-breed, leading primary source research firm headquartered in New York City. We are recognized pioneers in the industry with the most experienced executive management team and a global leading provider of facilitating direct access for Institutional Investors to a diverse and highly targeted base of experts across all industry sectors and regions.

The PI Difference: PI emphasizes the delivery of fresh, non-commoditized experts who have had limited exposure to the investor community. And, rather than strictly relying on lists of experts from a pre-existing database, we actively engage in selective recruitment of new experts for each client request specific to our client’s key questions. More than 60% of our experts have only spoken to ONE Client.

Client Compliance Portal Technology: We have built a First-In-Class Client Portal (“CP”) technology, designed for investors by investors. The CP includes the most compliant features that allow our clients to protect themselves by providing a global-view of all firm activities.

Current open positions

Institutional Sales Representative

We are seeking entrepreneurial, self-motivated candidates for an Institutional Sales position reporting directly to the Global Head of Sales.

Required Skills:

A Bachelor’s degree is required in addition to 2-4 years of demonstrated success in direct sales

The ability to build strong and lasting relationships with key decision makers at buy-side institutions

Proven track record of lead generation, building a sales pipeline, and exceeding sales quotas with new business

Familiarity of global markets and organizational structure of buy-side firms a plus

Ability to work well independently, be self-motivated, and thrive in a growth environment

Excellent verbal communication skills are a must

Expectations:

Immediately close new business in our core subscription sales offering throughout the US market

Meet quotas within the first three months through personal industry networking, cold calling, and targeted marketing blasts

Consistently build and maintain a qualified pipeline of potential clients

Bring a unique sale approach to PI that is differentiated and produces results quickly

Directly report to the Management Team on product feedback in the field and how to better serve our clients